How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to McLean Asset

13F Portfolio OverlapQ1 2026McLean Asset portfolio →

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Most similar hedge funds by 13F overlap

McLean Asset Management Corp is an institutional investor managing $572M across 165 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to McLean Asset are Tillman Hartley, Guardian Wealth ,, Disciplined Investments,, with shared positions in $NKE, $UPST, $AMN, $SNOW, $CTVA, $WT. The full ranking of 25 similar funds is below.

#1Tillman Hartley LLCActive

Notable overlap · 6 shared positions

$NKE $UPST $AMN $SNOW $CTVA $WT

$398M

88 positions

#2Guardian Wealth Management, LLCActive

Notable overlap · 3 shared positions

$NKE $UPST $SO

$330M

30 positions

#3Disciplined Investments, LLCPassive

Notable overlap · 6 shared positions

$NKE $UPST $AJG $CTVA $SNOW $SE

$279M

141 positions

#4Altiora Financial Group, LLCActive

Notable overlap · 6 shared positions

$NKE $UPST $SNOW $CTVA $BAC $SE

$607M

110 positions

#5Falcon Wealth PlanningActive

Notable overlap · 7 shared positions

$NKE $UPST $AMN $WT $BAC $CTVA

$1.5B

236 positions

#6ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$UPST $NKE $SNOW $CTVA $WT $AMN

$370M

119 positions

#7Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$NKE $UPST $KLAC $LRCX

$2.1B

152 positions

#8Squire Investment Management Company, LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $CTVA $SE $MS

$360M

76 positions

#9McCartney Wealth Management LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $SNOW $WT

$119M

65 positions

#10Burk Holdings LLCPassive

Notable overlap · 5 shared positions

$NKE $AMN $SNOW $WT $BAC

$233M

676 positions

#11Belleair Asset Management, LLCPassive

Notable overlap · 6 shared positions

$NKE $UPST $AMN $BAC $SE $SO

$110M

77 positions

#12Team Hewins, LLCSmart money

Notable overlap · 4 shared positions

$NKE $AMN $SNOW $WT

$337M

41 positions

#13Frankly Finances, LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $SNOW $WT

$110M

64 positions

#14Causey Wealth LLCPassive

Notable overlap · 3 shared positions

$UPST $NKE $WT

$236M

81 positions

#15ATLas Financial Planning LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $WT $BAC $SO

$112M

69 positions

#16DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NKE $AMN $SNOW

$249M

92 positions

#17Foster Group, Inc.Active

Notable overlap · 4 shared positions

$NKE $UPST $AMN $SE

$3.4B

284 positions

#18FMB WEALTH MANAGEMENTActive

Notable overlap · 4 shared positions

$NKE $AMN $BAC $LRCX

$242M

73 positions

#19ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$NKE $AMN $SNOW

$167M

35 positions

#20EnRich Financial Partners LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $SNOW $KLAC

$377M

64 positions

#21JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $LRCX $SO

$1.1B

286 positions

#22Beaird Harris Wealth Management, LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $SNOW $UPST $WT

$1.5B

686 positions

#23COWA, LLCActive

Notable overlap · 3 shared positions

$NKE $AMN $WT

$371M

158 positions

#24Plancorp, LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $SE $BAC

$3.5B

378 positions

#25ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 6 shared positions

$NKE $AMN $SO $SNOW $SE $MS

$158M

125 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.